NORTH AMERICAN MONTESSORI TEACHERS' ASSOCIATION (EIN 521054307) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

JACQUIE MAUGHAN

Phone

2064780406

Tax Period

2018-08-01 to 2019-07-31

NORTH AMERICAN MONTESSORI TEACHERS' ASSOCIATION, founded in 1975, is a small nonprofit that reported $493K in total revenue in fiscal year 2018. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $427K left a modest 13% surplus.

Mission

NAMTA'S PURPOSE IS TO MAINTAIN MONTESSORI TRADITIONS, AND AT THE SAME TIME, TO BE ON THE CUTTING EDGE OF INNOVATIVE EDUCATION ACCORDINGLY, WE PROVIDE THE MEDIUM FOR STUDY, INTERPRETATION, AND IMPROVEMENT OF MONTESSORI EDUCATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $237,345

Program Service Revenue $151,320

Investment Income $219

Other Revenue $103,830

TOTAL REVENUE $492,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,055

Fundraising Expenses $0

Other Expenses $419,100

TOTAL EXPENSES $427,155

Year-over-Year Comparison

	2018	2017	Change
Revenue	$492,714	$618,644	-0.2%
Expenses	$427,155	$1,051,803	-0.6%
Net Income	$65,559	$-433,159	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUIE MAUGHAN	PRESIDENT	40.00	Officer Director	$0	$0	$0
DEBORAH BRICKER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MOLLY O'SHAUGHNESSY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
GERARD LEONARD	SECRETARY	2.00	Officer Director	$0	$0	$0
SARAH WERNER ANDREWS	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$492,714	$427,155	$266,336	$65,559
2018	$618,644	$1,051,803	$360,670	$-433,159

NORTH AMERICAN MONTESSORI TEACHERS' ASSOCIATION